Anic Equity¶
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Total return since start: 0.559 %¶
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Equity now: -----------------------------> 47615.96 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46221.08 Kr¶
PnL: ---------------------------------------> -667.49 Kr¶
DD now: ---------------------------------> -2.085 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-16 09:43:37.020822'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | 0.130000 | 2796.500000 | 160.500000 | 6.090000 | 2636.000010 |
| Beijer Electronics Group | 26 | -0.500000 | 3120.000000 | 149.000000 | 5.020000 | 2971.000006 |
| Corem Property Group B | 59 | 1.560000 | 653.130000 | 76.130000 | 13.190000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.190000 | 425.800000 | 70.800000 | 19.940000 | 355.000000 |
| HMS Networks | 2 | 0.560000 | 716.000000 | 43.000000 | 6.390000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 0.000000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| Nordea Bank Abp | 29 | 0.760000 | 3475.360000 | 21.360000 | 0.620000 | 3453.999992 |
| Eastnine | 4 | 1.110000 | 511.200000 | 20.200000 | 4.110000 | 491.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.570000 | 263.280000 | 17.280000 | 7.020000 | 246.000000 |
| Intrum | 4 | 1.620000 | 541.000000 | 14.000000 | 2.660000 | 527.000000 |
| Essity A | 4 | 0.350000 | 1162.000000 | 13.000000 | 1.130000 | 1149.000000 |
| OEM International B | 7 | 0.520000 | 539.700000 | 11.700000 | 2.220000 | 527.999997 |
| Norva24 Group | 16 | -0.120000 | 552.640000 | 9.640000 | 1.780000 | 543.000000 |
| Midsona B | 63 | 0.000000 | 592.200000 | 9.200000 | 1.580000 | 582.999984 |
| MedCap | 2 | 1.420000 | 430.000000 | 9.000000 | 2.140000 | 421.000000 |
| Coor Service Management Hold. | 8 | -1.100000 | 540.000000 | 8.000000 | 1.500000 | 532.000000 |
| Essity B | 2 | 0.590000 | 579.800000 | 5.800000 | 1.010000 | 574.000000 |
| Karnov Group | 9 | -1.790000 | 541.800000 | 5.800000 | 1.080000 | 536.000004 |
| Resurs Holding | 22 | -1.200000 | 577.940000 | 3.940000 | 0.690000 | 573.999998 |
| Creaspac SPAC | 6 | 0.310000 | 580.800000 | 3.800000 | 0.660000 | 577.000002 |
| AcadeMedia | 12 | -0.170000 | 560.400000 | 3.400000 | 0.610000 | 557.000004 |
| Handelsbanken A | 5 | 0.320000 | 547.500000 | 1.500000 | 0.270000 | 546.000000 |
| Securitas B | 6 | 1.000000 | 569.280000 | -0.720000 | -0.130000 | 570.000000 |
| Boozt | 12 | -1.220000 | 1650.000000 | -4.000000 | -0.240000 | 1653.999996 |
| Swedbank A | 3 | -0.560000 | 557.850000 | -6.150000 | -1.090000 | 564.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.120000 | 555.450000 | -6.550000 | -1.170000 | 562.000005 |
| CTEK | 13 | 0.030000 | 518.050000 | -15.950000 | -2.990000 | 533.999999 |
| SAAB B | 8 | 0.880000 | 3311.200000 | -65.800000 | -1.950000 | 3377.000000 |
| International Petroleum Corp. | 5 | 0.860000 | 525.000000 | -69.570000 | -11.700000 | 594.565215 |
| Vivesto | 1368 | -0.150000 | 532.700000 | -80.300000 | -13.100000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.000000 | 3762.500000 | -87.500000 | -2.270000 | 3850.000000 |
| OX2 | 18 | -0.590000 | 1525.500000 | -138.500000 | -8.320000 | 1663.999992 |
| Axfood | 13 | -0.220000 | 3547.700000 | -208.300000 | -5.550000 | 3756.000001 |
| Ovzon | 52 | 1.390000 | 3036.800000 | -325.200000 | -9.670000 | 3361.999992 |
| Fasadgruppen Group | 35 | 0.200000 | 3472.000000 | -339.000000 | -8.900000 | 3810.999990 |
| TOTAL | 46221.080000 | -667.490000 | -2.08499% | 46888.564618 |
Updated:¶
'2023-01-16 09:43:49.394223'
None
Last optimization/rebalancing:¶
'2023-01-14'
Next optimization/rebalancing:¶
'2023-02-23'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
